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IFG

Independent Financial Group Portfolio holdings

AUM $4.46B
1-Year Est. Return 29.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$87.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$5.58M
3
+$5.53M
4
BXSL icon
Blackstone Secured Lending
BXSL
+$5.3M
5
NVDA icon
NVIDIA
NVDA
+$3.92M

Top Sells

1
+$3.37M
2
+$3.12M
3
+$2.18M
4
ZION icon
Zions Bancorporation
ZION
+$1.96M
5
ASML icon
ASML
ASML
+$1.86M

Sector Composition

1 Technology 16.99%
2 Financials 7.09%
3 Consumer Discretionary 6.94%
4 Healthcare 3.84%
5 Communication Services 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.34M 0.09%
30,289
+2,777
252
$1.34M 0.09%
11,641
+41
253
$1.33M 0.09%
95,131
-1,957
254
$1.33M 0.09%
6,537
-1,075
255
$1.33M 0.09%
50,770
-20,000
256
$1.33M 0.09%
25,512
-508
257
$1.32M 0.09%
34,811
+4,004
258
$1.32M 0.09%
59,110
-874
259
$1.31M 0.09%
16,682
+6,975
260
$1.31M 0.08%
15,127
+559
261
$1.3M 0.08%
8,366
+29
262
$1.3M 0.08%
10,621
-1,034
263
$1.29M 0.08%
39,726
+6,509
264
$1.29M 0.08%
11,841
-2,554
265
$1.29M 0.08%
51,399
266
$1.27M 0.08%
18,772
+945
267
$1.27M 0.08%
23,000
+4,400
268
$1.27M 0.08%
16,825
+2,080
269
$1.27M 0.08%
12,447
+655
270
$1.27M 0.08%
6,949
+18
271
$1.26M 0.08%
21,792
+4,037
272
$1.25M 0.08%
18,365
+29
273
$1.24M 0.08%
40,215
-184
274
$1.23M 0.08%
+53,759
275
$1.22M 0.08%
13,057
+14
9 10
11
12 13